Unclaimed
Christina Williams is a financial advisor with Wells Fargo Clearing Services, LLC in St. Louis, Missouri. She has been in the financial services industry since 2009 and holds both Series 7 and Series 66 licenses. Christina has a strong background in providing financial planning services to a variety of clients, including high-net-worth individuals, businesses, and charitable organizations. She is dedicated to helping clients achieve their financial goals through personalized strategies and tailored solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/18/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
03/20/2009 - 07/17/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 02/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christina Williams is the right advisor for you? Invested Better is here to help.